For every business, data migration is a very important task to keep the whole work process updated and seamless. Successful Salesforce data migration is tough and challenging. But the process can be quite easy if a Salesforce professional makes a proper data migration strategy and considers other factors while migrating.
Data migration requires a few specific sets of rules along with operations while transferring data from one system to another. Before starting data migration in Salesforce, the professional should keep in mind that Salesforce data migration is based on the accuracy of source data, size of the data, and format. So, creating a data migration strategy will provide a secure and streamlined solution for transition.
Salesforce Data Migration Strategies
Committing to shareholders
While developing strategies, a company should notify the shareholders regarding data migration beforehand. This will allow one to get the backing properly. Shareholders from various departments might have in-depth knowledge and understanding of the data that will be migrated. In addition, they can provide practical ideas which would be relevant to data migration.
Creating a data backup
Creating a data backup is the most important subject that people should keep in mind. It will be beneficial for restoration, during an emergency. Through this strategy, one can proceed with data migration without worrying about uncertainty. All of the lost files and documents can be easily recovered as the actual data is stored in one place beforehand.
Shareholders are familiar with the amount of data that needs to be migrated, besides, they have a clear conception regarding the data storage, configuration settings, identifying well-defined data, and many more. To ensure success through a data migration strategy, the developer should know the requirements of new fields, the value of fields, verification, etc.
After going through the identification process, an expert needs to understand the modifications for the next step. For this, one should be equipped with data migration tasks, for future modifications. This will help to ensure an error-free migration.
Selecting appropriate tools
Selecting an appropriate tool is one of the aspects to initiate the process. So one requires to choose the necessary tool. If an organization needs new modifications which can be managed by incorporating the existing tool.
Executing migrating testing
For successful Data migration Strategies, people need to understand that there is no point in backing out after the entire data is successfully imported from the old ecosystem to the new one.
Before deployment, the company should test the functionality.
Allocation of workers
A task should not be handled by an entire workforce. Several workers should not be engaged in a single task. A coordinator should be there to distribute the project among the involved workforce. This way, there will not be a glitch in completing the task and the task will be done more efficiently.
Before migration takes place, it is the organization’s responsibility to notify a Salesforce expert about it. Data needs to be checked repeatedly to ensure that the migration process has been done successfully.
So from the above-mentioned strategies, we can say that data migration is a simple process, still, it is advisable to consult a Salesforce expert before planning. Please feel free to take a consultation call with the Salesforce experts of CloudVandana for any Salesforce assistance.
Digital Marketing Manager at Cloudvandana Solutions